BPO firm Ibex Q4 revenue rises 18.2%

IBEX

11/09/2025 21:13

Overview

The business process outsourcing firm's Q4 revenue grows 18.2% yr/yr

Ibex adjusted EPS grows 50% yr/yr in Q4

Outlook

Ibex expects FY 2026 revenue between $590 mln and $610 mln

Company sees Q1 FY 2026 revenue between $143 mln and $146 mln

Ibex anticipates FY 2026 adjusted EBITDA of $75 mln to $79 mln

Company plans FY 2026 capital expenditures of $20 mln to $25 mln

Result Drivers

VERTICAL GROWTH - Revenue growth driven by Retail & E-commerce (+24.5%), HealthTech (+19.0%), and Travel, Transportation and Logistics (+10.0%)

DIGITAL ACQUISITION - Outstanding growth in the digital acquisition business contributed to revenue increase

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$147.10 mln
$132.90 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$0.87
$0.7 (2 Analysts)
Q4 EPS
$0.66
Q4 Adjusted EBITDA
Beat
$20.50 mln
$18.80 mln (1 Analyst)
Q4 Adjusted EBITDA Margin
13.9%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Ibex Ltd is $30.50, about 5.2% above its September 10 closing price of $28.92

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNXbG88T5

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)